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Advance your competitive position in the mobile infrastructure market. This service provides mobile infrastructure market intelligence at the global level and individually for Japan and China. Additional reports quantify the market for C-RAN architecture, SON/optimization software, and 5G technology.

Detect opportunities in telecom digital transformation, OSS/BSS, revenue management and 5G data management. This service features three reports that provide the market outlook for 5G data management, revenue management and convergent charging software and services. It also includes two service provider surveys.

The three Chinese telecom service providers have just reported their 2019 financials and provided their guidance for 2020 in accordance with the government’s aggressive 5G plan. As usual, we can’t miss our chance to analyze the data and provide our insights based on both primary and secondary research. With 5G coming on strong, the sky is the limit! Clients, please log in to view the full content.

2020 has started off facing an unprecedented level of uncertainty across the globe and within the telecommunications industry with respect to the ultimate impact of the novel coronavirus. At the time of publication of this report, the virus has spread to over 120 countries, the World Health Organization has declared a pandemic, and global stock markets have become increasingly volatile. The telecommunications industry will be affected – the cancellation of key industry forums and events including MWC 2020, an industry-wide shift to working from home where possible, and major containment actions by countries including China, Italy, and the US indicate both the seriousness of the situation and that, as an industry, we are in uncharted territory with respect to how this will ultimately play out.

Insights on how we are assessing, modeling and monitoring the impact of COVID-19 on network infrastructure investment including a look at the evolving dynamics in mobile infrastructure and 5G deployments, fixed access, and IP/optical transport networks.

2020 has started off facing an unprecedented level of uncertainty across the globe and within the telecommunications industry with respect to the ultimate impact of COVID-19. At the time of publication of this report, the virus has spread to over 120 countries, the World Health Organization has declared a pandemic, and global stock markets have become increasingly volatile. The telecommunications industry will be affected—the cancellation of key industry forums and events including MWC 2020, an industry-wide shift to working from home where possible, and major containment actions by countries including China, Italy, and the US indicate both the seriousness of the situation and that as an industry, we are in uncharted territory with respect to how this will ultimately play out. Clients, please log in to view the full content.

This market report provides data and analysis—worldwide and regional market size, vendor share, forecast, analysis, and trends—to help clients make better business decisions in the mobile and fixed line 5G data management software and services market.

Since the beginning of the COVID-19 outbreak, which started in China in December 2019, we have been monitoring its development daily. We believed that as long as this coronavirus was confined to and contained in China during 1Q20—which is typically a slow quarter due to the celebration of the Lunar New Year—the overall impact on telecom activity would be minimal. Clients, please log in to view the full content.

After two years of unprecedented and impressive progress under extreme pressure to complete Rel.15 and kickstart 5G rollouts earlier than planned, the coronavirus outbreak is forcing the Third Generation Partnership Project (3GPP) to cancel all face-to-face technical specification group (TSG) and working group (WG) meetings in the first quarter. Where practical, the 3GPP meetings are being replaced with electronic meetings (e-meetings). And that’s not all: 3GPP meetings in the second quarter, originally to be held in China, are being relocated as a precautionary measure. Who could have predicted that? Clients, please log in to view the full content.

Like many who have ties with the city and the region, I am deeply affected. As a child in the 1970s, La Costa Brava is where I spent my summer vacations immersed with local families, playing with the natives, which is how Castellano became my second language. Surprisingly, I never learned Catalan and only picked up English many years later.
Despite the circumstances, I made the trip to Barcelona to check the pulse of one of my favorite cities, which for the first time in 14 years, has not seen el congreso de carácter anual en torno al mundo de la comunicación móvil que se celebra en la Fira de Barcelona, España. Es considerado el más importante salón del mundo en su sector. In other words, Mobile World Congress (MWC) is the world’s biggest mobile event, and its cancellation has long and lasting consequences with losers and winners. And potentially, MWC as we know it is dead. Clients, please log in to view the full content.

It sounds like the 1987 American comedy-drama war film written by Mitch Markowitz and directed by Barry Levinson, which led my deeply missed San Francisco neighbor and lookalike Robin Williams to win a Golden Globe Award for Best Actor. He played the role of a funny DJ brought to Vietnam to entertain US troops and give them hope. Now imagine you’re waking up in Hanoi and turn on the radio to hear breaking news about a “Made by Viettel in Vietnam” radio that enables 5G services. Oh well—it’s just another type of radio, used in mobile networks. But the news actually raised eyebrows around the world. Clients, please log in to view the full content.

2020 marks the start of a new year and a new decade, as well as the massive takeoff of 5G services worldwide. After more than a century, the telecommunications industry has accumulated numerous network elements that have increased operational complexity a great deal, affecting its competitiveness against web-scale companies such as Alibaba, Amazon, Apple, Baidu, Facebook, Google, Microsoft, and Tencent. Amazon, Facebook, Google, and Microsoft together spent about $83.4B in capex and capital leases for the 12-month period ended September 2019, which is close to total yearly telecom capex in North America. Web-scale companies have become notorious for spending billions every year to buy chips directly and design their own gear to power lean, agile business operations with no traditional OSS/BSS to worry about. Clients, please log in to view the full content.

Since the great telecom crash of March 2000, the telecom industry has become cyclical, which is typical of deregulated industries: investment goes through cycles of ups and downs that are more or less pronounced depending on how the major players react. After touching the bottom in 2004, we went through a first investment cycle that peaked in 2008, after which a short-lived downturn occurred, ending in 2010. 2011 marked the first year of a second investment cycle that ended in 2015. Since then, capex has been flat or slightly decreasing when removing forex noise, and despite the need for capital to build the 5G infrastructure, 2020 won’t be any different. I’ve been saying this since the beginning of the 5G discussion, which started at the beginning of this past decade when 4G LTE took off. Clients, please log in to view the full content.